Borrower demo

Secure packet access

The first borrower screen should feel low-friction: one invite link, one packet workspace, and clear context about what comes next.

Invite details

Welcome back, Avery Chen

Your packet is already linked to Greenline Catering. The partner team will see your updates as soon as you complete missing items.

SBA microloan80% assembled0 borrower actions5 awaiting review

What this access link does

Shows only your business packet

Lets you finish intake and upload documents

Highlights what still blocks lender-ready status

Does not submit an application on your behalf